55250-A : Introduction to Microsoft Dynamics 365 Quiz Questions and Answers

You are a sales professional for an insurance company. You have been working with a potential customer identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement. How should you now modify the status of the designated Opportunity record?

Answer :
  • Close the opportunity as Won

You need to provide a report that displays information from Dynamics CRM and another cloud application. What should you use?

Answer :
  • Microsoft Power BI

You are configuring your Dynamics 365 for Field Service implementation. You have a resource that will be scheduled for Work Orders using the application. The Resource needs to come into the office daily to get into the truck they will be using for their Work Orders. They must return to the office to return the truck and close their day. How do you need to configure their resource record to ensure that their routes are configured with the resource starting and ending from their office location?

Answer :
  • Starting Location: Organization Unit - Ending Location: Organization Unit

With which type of database can Relationship Assistant integrate for salespeople to better manage their business relationships?

Answer :
  • Exchange

You receive an email from a prospect who wants to create a Lead in Microsoft Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish this goal?

Answer :
  • Track the email. Convert the email to a lead record.

You are a sales manager who has a large sales team. You want to track when you lose sales to your competitors. Which activity allows you to track your competitors concerning a lost opportunity?

Answer :
  • Resolution activities

Which of the following best describes a customer journey?

Answer :
  • A customer’s experience with your company

Which two Dynamics 365 applications would you integrate to get a full marketing and sales automation solution?

Answer :
  • Dynamics 365 Marketing and Dynamics 365 Sales

Which applications are bundled with Dynamics 365 Marketing to create online surveys and analyze the results?

Answer :
  • Customer Voice

What are Segments in Dynamics 365 Marketing?

Answer :
  • Defined target groups of related contacts